Completing an Item Transfer

The procedure for completing an Item Transfer is as follows:

1. Add [INS].
2. Create Transfer. Enter a reference number for the transfer.
3. Description. Enter a further description if required.
4. Save [F9].
5. From Location/To Location. Use the down arrow to select correct locations.
6. Date. Will default to current date. To change the day use the [up/down arrow keys]. To change the month, use the [up/down arrow keys + shift key].
7. Enter the following details:
   • Code. Enter the stock item number. If this is unknown, locate by using the [up/down arrow keys + shift key].
   • UOM. This will default to the standard Unit of Measure for the item selected. Use the down arrow to change, if the item has more than one Unit of Measure.
   • Quantity Out. Enter the amount of the item being transferred.
   • Location/To Location. This defaults to the locations selected as above, but can still be changed by using the [up/down arrow keys + shift key].

   

8. Process [F9], and select from the following options:
   • Process and Complete Immediately. The transaction will be processed as confirmed and completed and will be unable to be edited. The automatic journal entry will also be processed.
   • Process, but do not Complete Immediately. The transaction will be processed as confirmed, and will be unable to be edited unless a version of the transaction is used. The automatic journal entry will not be processed.
   • Hold. The transaction will remain in a 'Planned' state and is able able to be edited.
   • Delete.